EQTIX
Price
$17.44
Change
+$0.04 (+0.23%)
Updated
Oct 3 closing price
Net Assets
1.01B
SCCUX
Price
$11.83
Change
-$0.00 (-0.00%)
Updated
Oct 3 closing price
Net Assets
205M
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EQTIX vs SCCUX

Header iconEQTIX vs SCCUX Comparison
Open Charts EQTIX vs SCCUXBanner chart's image
Shelton Equity Income Investor
Price$17.44
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets1.01B
Invesco Income Advantage U.S. Fund C
Price$11.83
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets205M
EQTIX vs SCCUX Comparison Chart in %
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EQTIX vs. SCCUX commentary
Oct 07, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is EQTIX is a Buy and SCCUX is a Buy.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 1.01B vs. SCCUX (205M). EQTIX pays higher dividends than SCCUX: EQTIX (8.86) vs SCCUX (5.13). EQTIX was incepted earlier than SCCUX: EQTIX (29 years) vs SCCUX (20 years). SCCUX (1.90) is less costly to investors than EQTIX (0.67). EQTIX is a more actively managed with annual turnover of: 74.00 vs. SCCUX (54.00). EQTIX (1000) and SCCUX (1000) have matching initial minimum investment requirements. SCCUX annual gain was more profitable for investors over the last year : 14.66 vs. EQTIX (10.37). SCCUX (53.72) and EQTIX (52.55) have equivalent 5 years return.
EQTIXSCCUXEQTIX / SCCUX
Total Expense Ratio0.671.8836%
Annual Report Gross Expense Ratio0.671.9035%
Fund Existence29 years20 years-
Gain YTD8.67312.44170%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets1.01B205M494%
Annual Yield % from dividends8.865.13173%
Returns for 1 year10.3714.6671%
Returns for 3 years52.8856.7893%
Returns for 5 years52.5553.7298%
Returns for 10 years29.7664.7946%
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